|
1
|
Bank of America
Charlotte,
North Carolina
|
$168M
|
+$9.81M
|
+400,290
|
+6%
|
|
|
2
|
|
$95.7M
|
+$10.9M
|
+446,584
|
+13%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$73.4M
|
+$4.73M
|
+193,207
|
+7%
|
|
|
4
|
NewEdge Advisors
New Orleans,
Louisiana
|
$61.2M
|
-$9.25M
|
-377,742
|
-13%
|
|
|
5
|
HM Payson & Co
Portland,
Maine
|
$52.6M
|
+$10.2M
|
+414,869
|
+24%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$44.7M
|
+$6.5M
|
+265,318
|
+17%
|
|
|
7
|
Mercer Global Advisors
Denver,
Colorado
|
$41.1M
|
+$4.5M
|
+183,817
|
+12%
|
|
|
8
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$41M
|
-$36.1M
|
-1,474,387
|
-47%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$40.6M
|
+$3.23M
|
+131,882
|
+9%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$39M
|
-$11M
|
-450,405
|
-22%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$37.8M
|
+$5.06M
|
+206,712
|
+16%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$35.6M
|
+$1.39M
|
+56,793
|
+4%
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$31.9M
|
+$80.8K
|
+3,297
|
+0.3%
|
|
|
14
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$24.5M
|
+$24.2M
|
+989,214
|
New
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$24.3M
|
+$36.2K
|
+1,478
|
+0.2%
|
|
|
16
|
Sigma Investment Counselors
Northville,
Michigan
|
$24.1M
|
-$622K
|
-25,393
|
-3%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24M
|
-$1.17M
|
-47,895
|
-5%
|
|
|
18
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$23.2M
|
+$22.7M
|
+928,526
|
+8,881%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$21.5M
|
+$14.9M
|
+609,697
|
+236%
|
|
|
20
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$20.8M
|
-$1.69M
|
-69,055
|
-8%
|
|
|
21
|
Summitry LLC
Foster City,
California
|
$20.1M
|
+$19.9M
|
+812,076
|
New
|
|
|
22
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$19.2M
|
-$18.9M
|
-773,021
|
Closed
|
|
|
23
|
RVW Wealth
Los Angeles,
California
|
$18.6M
|
+$707K
|
+28,864
|
+4%
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$17.7M
|
+$10.2M
|
+414,460
|
+137%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$17.4M
|
+$11.6M
|
+472,730
|
+205%
|
|
